Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ramirez is a financial professional with over 18 years of experience in the financial industry. Robert has been with PFS Investments Inc. since 2002, first in Boynton Beach, FL and currently in Rockledge, FL. Robert is a Series 6 and Series 26 licensed professional, as well as holding the SIE exam. Robert's specializations include investments in variable contracts and investment company products.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
FL
02/04/2018 - Present
PFS Investments Inc. (ROCKLEDGE FL)
FL
03/08/2002 - 12/31/2010
PFS INVESTMENTS INC. (BOYNTON BEACH FL)
BC
Issued 09/08/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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